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Walt Disney
DIS

Overview Fund Activity

2,974 hedge funds and large institutions have $115B invested in Walt Disney in 2023 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 924 increasing their positions, 1,451 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,974
Holders Change
+169
Holders Change %
+6.02%
% of All Funds
43.6%
Holding in Top 10
62
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.98%
% of All Funds
0.91%
New
364
Increased
924
Reduced
1,451
Closed
148
Calls
$4.27B
Puts
$4.69B
Net Calls
-$417M
Net Calls Change
-$189M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$8.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.73B
3
Citadel Advisors
Citadel Advisors
Florida
$631M
4
VH
ValueAct Holdings
California
$459M
5
State Street
State Street
Massachusetts
$6.85B

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.84M
2
Goldman Sachs
Goldman Sachs
New York
$908M
3
Northern Trust
Northern Trust
Illinois
$2.02B
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$145M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFWM
2926
Abich Financial Wealth Management
Virginia
$10.5K +$10.5K +116 New
APW
2927
Atlantic Private Wealth
North Carolina
$10.1K – – –
BFS
2928
Burkett Financial Services
South Carolina
$9.93K +$9.93K +110 New
LFA
2929
LGT Financial Advisors
Texas
$9.66K -$29.8K -330 -76%
SC
2930
Solstein Capital
California
$9.66K -$1.08K -12 -10%
AP
2931
Aspect Partners
Virginia
$9.66K +$9.66K +107 New
WAM
2932
WFA Asset Management
Wisconsin
$9.57K -$18.1K -200 -65%
IA
2933
IFS Advisors
Kansas
$9.21K – – –
TCM
2934
TD Capital Management
Tennessee
$9.04K -$18.1K -200 -67%
LG
2935
LAM Group
Oregon
$9.03K – – –
SCA
2936
Stuart Chaussee & Associates
California
$9.03K – – –
FF
2937
Friedenthal Financial
New Jersey
$9.03K +$9.03K +100 New
NC
2938
NewSquare Capital
Pennsylvania
$7.88K -$15.3K -169 -66%
GIS
2939
Grayhawk Investment Strategies
Alberta, Canada
$7.86K – – –
WFA
2940
West Financial Advisors
Iowa
$7.77K – – –
YAL
2941
Your Advocates Ltd
Texas
$7.49K – – –
HFM
2942
Harvest Fund Management
China
$7K -$36.6K -403 -84%
JFG
2943
JDM Financial Group
Texas
$6.77K – – –
AP
2944
Advisors Preferred
Maryland
$6.35K +$907 +10 +17%
BEI
2945
Benjamin Edwards Inc
Missouri
$6K -$4.35K -50 -42%
RDIA
2946
RE Dickinson Investment Advisors
Iowa
$6K -$5.09K -50 -46%
BG
2947
Bollard Group
Massachusetts
$6K – – –
FSWA
2948
Financial Synergies Wealth Advisors
Texas
$6K +$869 +10 +17%
LAM
2949
Lummis Asset Management
Texas
$5.24K +$5.24K +58 New
TC
2950
Trust Company
Kansas
$4.97K – – –
116 117
118
119 120